Changes

Association Settings

13 bytes added, 14:21, 13 January 2017

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The relationship between the contact and the associated organization is control by Role. So when you view a contact you will see all the organizations they are associated with as well as the role at each organization.

 

The [[Associates]] tab will be displayed on a company record to show associated people.

 

The [[Associations]] tab will be displayed on a contact record to display the companies that they are associated with.

 

=Configuring Associations=

 

This feature is accessed through Global Settings - Organizations and Users tab.

[[Image:Associations1.png|650px|border]]

==Enable Association feature==

[[Associates]]/[[The feature is accessed through the Global Settings - Organizations & Users tab.* Check the box beside the '''Enable Associations]] – enabling this feature will allow you to associate a single contact with multiple companies''' setting. * Additional Association settings are exposed.The [[Associates]] tab will be displayed in each company record – to show associated people* Click Save at the bottom of the page.

The [[Associations]] tab will be displayed on each contact record to display the companies that they are associated with.

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Ciaran Donnelly

Smartstaff, administrator

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